EWP
Engrave Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.56M | Buy |
23,663
+98
| +0.4% | +$18.9K | 1.3% | 16 |
|
|
2023
Q3 | $4.03M | Buy |
23,565
+265
| +1% | +$45.4K | 1.24% | 17 |
|
|
2023
Q2 | $4.52M | Sell |
23,300
-629
| -3% | -$122K | 1.43% | 14 |
|
|
2023
Q1 | $3.92M | Sell |
23,929
-887
| -4% | -$145K | 1.32% | 16 |
|
|
2022
Q4 | $3.36M | Buy |
24,816
+556
| +2% | +$75.2K | 1.17% | 16 |
|
|
2022
Q3 | $3.35M | Buy |
24,260
+155
| +0.6% | +$21.4K | 1.57% | 14 |
|
|
2022
Q2 | $3.3M | Sell |
24,105
-3,280
| -12% | -$448K | 1.46% | 16 |
|
|
2022
Q1 | $4.78M | Buy |
27,385
+181
| +0.7% | +$31.6K | 1.79% | 16 |
|
|
2021
Q4 | $4.83M | Sell |
27,204
-990
| -4% | -$176K | 1.39% | 20 |
|
|
2021
Q3 | $3.99M | Sell |
28,194
-38
| -0.1% | -$5.38K | 1.18% | 25 |
|
|
2021
Q2 | $3.87M | Buy |
28,232
+2,091
| +8% | +$286K | 1.17% | 30 |
|
|
2021
Q1 | $3.19M | Buy |
26,141
+1,459
| +6% | +$178K | 1.29% | 29 |
|
|
2020
Q4 | $3.23M | Sell |
24,682
-12,863
| -34% | -$1.68M | 2.65% | 14 |
|
|
2020
Q3 | $4.25M | Buy |
37,545
+30,914
| +466% | +$3.5M | 4.12% | 8 |
|
|
2020
Q2 | $2.42M | Buy |
6,631
+120
| +2% | +$43.8K | 2.15% | 13 |
|
|
2020
Q1 | $1.66M | Buy |
6,511
+80
| +1% | +$20.3K | 1.95% | 14 |
|
|
2019
Q4 | $1.89M | Buy |
+6,431
| New | +$1.89M | 1.82% | 14 |
|